AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.59M
3
+$797K
4
BA icon
Boeing
BA
+$551K
5
ELV icon
Elevance Health
ELV
+$459K

Top Sells

1
+$2.32M
2
+$2.1M
3
+$1.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.14M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.06M

Sector Composition

1 Technology 24.41%
2 Healthcare 13.39%
3 Financials 5.43%
4 Industrials 5.11%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 8.42%
95,066
+1,212
2
$18.9M 7.98%
175,603
+3,911
3
$13.3M 5.62%
63,215
-897
4
$12.8M 5.43%
+566,241
5
$12.2M 5.15%
345,652
+158,718
6
$11.1M 4.67%
432,804
-19,309
7
$7.76M 3.28%
270,641
-2,912
8
$7.61M 3.21%
89,794
-10,123
9
$7.55M 3.19%
102,156
-2,401
10
$6.83M 2.89%
45,286
-1,456
11
$5.94M 2.51%
177,943
-4,009
12
$5.94M 2.51%
41,030
-1,258
13
$5.36M 2.26%
154,820
+1,580
14
$5.18M 2.19%
157,817
-7,138
15
$4.68M 1.98%
195,824
-5,384
16
$4.58M 1.93%
31,438
-25
17
$3.96M 1.67%
77,278
-547
18
$3.27M 1.38%
34,926
-2,850
19
$2.78M 1.18%
30,663
+8,787
20
$2.69M 1.14%
22,149
-1,318
21
$2.69M 1.13%
55,981
-548
22
$2.67M 1.13%
30,587
-699
23
$2.67M 1.13%
33,467
-8,635
24
$2.6M 1.1%
69,165
-20,126
25
$2.26M 0.95%
27,057
-2,707
1
2 3 4 5